Kristin
Merrick
Kestra Advisory Services, LLC
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About this Advisor
Kristin Merrick is a financial advisor based out of Austin, Texas with 3 years of industry experience. Merrick works at Kestra Advisory Services, LLC. Merrick has gained experience at Morgan Stanley & Co. Inc, Morgan Stanley Bank, N.A, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, O'Keeffe Financial Partners, Kestra Investment Services, LLC, Kristin Merrick LLC and Kestra Advisory Services, LLC. Merrick has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in New Jersey. Kestra Advisory Services, LLC is a firm operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 advisors. It controls $42 billion in assets between its 140,407 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. However, fees charged by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$41,795,124,579
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,311
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
140,407
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$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Kristin Merrick Work History
Kristin has been registered as a financial advisor for 3 years.*
O'Keeffe Financial Partners
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kristin Merrick LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Morgan Stanley Bank, N.A
Morgan Stanley & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristin Merrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Austin, TX
Richland, WA
Saint Paul, MN
Austin, TX
Saint Augustine, FL
Austin, TX
Austin, TX
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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